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Coppell Advisory Solutions’s Essential Utilities WTRG Stock Holding History

Coppell Advisory Solutions’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-518
Closed -$18.8K – 1892
2024
Q4 		$18.8K Hold
518
– – ﹤0.01% 909
2024
Q3 		$19.9K Hold
518
– – ﹤0.01% 883
2024
Q2 		$19.3K Buy
+518
New +$19.2K ﹤0.01% 800
2023
Q4 		$29K Buy
777
+317
+69% +$11.1K 0.01% 633
2023
Q3 		$22K Hold
460
– – 0.01% 479
2023
Q2 		$18.2K Buy
+460
New +$19.3K 0.01% 572
2023
Q1 		– Sell
-460
Closed -$22K – 1096
2022
Q4 		$22K Buy
+460
New +$20.8K 0.01% 486

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions's WTRG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 518 shares — an estimated $18.8K sold.

Coppell Advisory Solutions first reported a position in WTRG in Q4 2022 and held it in 7 quarters. The position peaked at $29K in Q4 2023. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 518 Essential Utilities shares in Q1 2025, an estimated $18.8K.
  • Coppell Advisory Solutions first reported a position in Essential Utilities in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Essential Utilities position peaked at $29K in Q4 2023.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.